AWM
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Avior Wealth Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Avior Wealth Management’s Portfolio BBJP Stock Details BBJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Buy
+2,694
New +$199K 0.01% 761
2025
Q1 		– Sell
-2,731
Closed -$150K – 878
2024
Q4 		$150K Buy
2,731
+541
+25% +$30.9K 0.01% 788
2024
Q3 		$130K Sell
2,190
-289
-12% -$16.6K 0.01% 813
2024
Q2 		$140K Buy
2,479
+22
+0.9% +$1.24K 0.01% 770
2024
Q1 		$144K Buy
+2,457
New +$136K 0.01% 812
2021
Q2 		– Sell
-21
Closed -$1K – 1030
2021
Q1 		$1K Buy
+21
New +$1.21K ﹤0.01% 935
2019
Q3 		– Sell
-193
Closed -$9K – 779
2019
Q2 		$9K Buy
+193
New +$8.72K ﹤0.01% 603

Other funds holding BBJP

ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
OWMIAS
One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
YIM
Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Avior Wealth Management's BBJP Position: Q2 2026 in Review

Avior Wealth Management opened a new position in JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2026: 2,694 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in BBJP as recently as Q4 2024.

Avior Wealth Management first reported a position in BBJP in Q2 2019 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

  • Avior Wealth Management held 2,694 shares of JPMorgan BetaBuilders Japan ETF worth $203K as of Q2 2026.
  • JPMorgan BetaBuilders Japan ETF was a new Avior Wealth Management position in Q2 2026.
  • JPMorgan BetaBuilders Japan ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #761 holding.
  • Avior Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2019 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.